iShares Tips Bond ETFTIPETF

13F holders, Q2 2024 (June 30)
1,025holders −19
72new positions
98sold out
3famous investors
$104.48avg. 13F price*

At the end of Q2 2024, 1,025 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, down 19 from Q1 2024. 72 opened new positions and 98 sold out. The largest holders were BlackRock Inc. ($3.8B), Bank of America Corp. ($1.2B) and Morgan Stanley ($468.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
iShares Tips Bond ETF
CUSIP
464287176
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions72$183.4M
Exits98$645.0M

All 13F filers, Q1 2024 → Q2 2024: 9,271,167 shares bought and 14,016,334 shares sold, net −4,745,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,025 holders

BlackRock Inc. 0.09% Add +2.9% 35,561,733 $3.8B
Bank of America Corp. 0.12% Reduce -5.9% 11,243,240 $1.2B
Morgan Stanley 0.04% Reduce -5.8% 4,386,307 $468.4M
Envestnet Asset Management Inc. 0.14% Add +12.7% 3,639,084 $388.6M
FMR LLC 0.02% Add +0.1% 3,381,903 $361.1M
Charles Schwab Investment Management Inc. 0.07% Reduce -4.9% 3,338,646 $356.5M
JPMorgan Chase & Co. 0.03% Reduce -23.7% 2,829,223 $302.1M
UBS Group AG 0.06% Add +5.9% 1,907,443 $203.7M
Assetmark, Inc. 0.56% Add +2378.2% 1,681,883 $179.6M
LPL Financial LLC 0.07% Reduce -4.0% 1,402,387 $149.7M
Partners Capital Investment Group, LLP 2.39% Add +153.2% 1,323,840 $141.6M
Wells Fargo & Company 0.03% Reduce -5.3% 1,094,499 $116.9M
Bank Julius Baer & Co. Ltd, Zurich 0.40% Reduce -10.9% 889,453 $105.7M
Man Group plc 0.27% Add +116.5% 942,205 $100.6M
WealthNavi Inc. 1.26% Reduce -7.7% 929,151 $99.2M
CI Investments Inc. 0.38% Reduce -7.6% 906,100 $96.8M
PNC Financial Services Group, Inc. 0.06% Reduce -15.8% 775,569 $82.8M
Ameriprise Financial Inc. 0.02% Reduce -0.3% 744,857 $79.5M
Royal Bank of Canada 0.02% Add +17.1% 722,815 $77.2M
Keybank National Association 0.28% Reduce -6.8% 639,282 $68.3M
Schroder Investment Management Group 0.08% Reduce -30.1% 636,224 $67.9M
Marshall Wace, LLP 0.09% Add +3.1% 561,570 $60.0M
Rock Creek Group LLC 7.89% Reduce -0.9% 2,746,308 $59.1M
3EDGE Asset Management, LP 4.48% Reduce -5.0% 534,063 $57.0M
HSBC Holdings PLC 0.04% Reduce -53.6% 529,716 $56.6M
Cwm, LLC 0.26% Reduce -4.7% 524,432 $56.0M
Matson Money. Inc. 1.84% Reduce -60.4% 517,385 $55.2M
FIL Ltd 0.05% Reduce -53.2% 506,722 $54.1M
Viewpoint Investment Partners Corp. 47.22% Add +8.8% 504,700 $53.9M
Stifel Financial Corp. 0.06% Add +4.6% 475,318 $50.8M
Bank of New York Mellon Corp 0.01% Add +30.2% 464,032 $49.5M
Osaic Holdings, Inc. 0.12% Add +11.7% 457,342 $48.9M
Cetera Investment Advisers 0.11% Add +5.0% 443,962 $47.4M
Commonwealth Equity Services, LLC 0.07% Reduce -4.6% 434,650 $46.4M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -3.1% 412,534 $44.1M
Dynasty Wealth Management, LLC 1.21% New 383,424 $40.9M
Quotient Wealth Partners, LLC 1.39% Add +6782.8% 370,846 $39.6M
Goldman Sachs Group Inc. 0.01% Reduce -56.0% 368,972 $39.4M
Prudential Financial Inc. 0.06% Add +34.4% 361,877 $38.6M
MML Investors Services, LLC 0.15% Add +15.1% 347,122 $37.1M
SG Americas Securities, LLC 0.24% Reduce -3.4% 346,722 $37.0M
Federation des caisses Desjardins du Quebec 0.19% Add +1.9% 338,352 $36.1M
Principal Securities, Inc. 0.98% Add +450.0% 332,387 $35.5M
Pictet Asset Management Holding SA 0.04% New 327,700 $35.1M
OneDigital Investment Advisors LLC 0.43% Add +31.9% 324,822 $34.7M
Money Design Co.,Ltd. 1.87% Reduce -13.0% 324,810 $34.7M
One Capital Management, LLC 1.12% Add +9.0% 308,806 $33.0M
Envestnet Portfolio Solutions, Inc. 0.11% Add +4.3% 302,181 $32.3M
Rockefeller Capital Management L.P. 0.09% Add +2.1% 297,259 $31.7M
Baldwin Wealth Partners LLC 2.38% Reduce -13.9% 286,302 $30.6M
Dakota Wealth Management 0.72% Add +0.1% 284,997 $30.4M
Arbor Investment Advisors, LLC 4.36% Add +9.1% 279,180 $29.8M
Kwmg, LLC 3.00% Add +5.8% 260,772 $27.8M
Rhumbline Advisers 0.03% Reduce -0.8% 260,616 $27.8M
Nisa Investment Advisors, LLC 0.17% New 257,100 $27.5M
Raymond James Financial Services Advisors, Inc. 0.04% Reduce -0.9% 242,161 $25.9M
Sanctuary Advisors, LLC 0.18% — 236,247 $25.0M
Arkansas Financial Group, Inc. 4.29% Reduce -13.2% 225,395 $24.1M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -9.0% 223,097 $23.8M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Reduce -9.3% 222,100 $23.7M
TD Waterhouse Canada Inc. 0.20% Add +6.8% 213,391 $22.7M
Invst, LLC 2.40% Add +2678.4% 205,716 $21.8M
Cypress Capital, LLC 5.72% Add +99.2% 196,521 $21.0M
GenTrust, LLC 1.13% Add +3.1% 194,358 $20.8M
Flow Traders U.S. LLC 1.02% Reduce -17.6% 194,153 $20.7M
Truist Financial Corp. 0.03% Reduce -0.3% 184,315 $19.7M
Townsquare Capital LLC 0.25% Add +80.2% 174,473 $18.6M
HighTower Advisors, LLC 0.03% Reduce -14.8% 172,818 $18.4M
Focus Partners Wealth 0.06% Add +103.3% 162,294 $17.3M
Pure Financial Advisors, LLC 0.47% Add +0.1% 158,134 $16.9M
Pacific Life Fund Advisors LLC 1.68% Reduce -37.8% 157,166 $16.8M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -11.2% 153,795 $16.4M
Cyndeo Wealth Partners, LLC 1.26% Add +2.1% 151,097 $16.1M
Cim, LLC 2.41% Add +2.9% 146,579 $16.0M
Raymond James & Associates 0.01% Reduce -1.5% 145,244 $15.5M
Heartwood Wealth Advisors LLC 1.82% Add +1.7% 142,636 $15.2M
Neuberger Berman Group LLC 0.01% Reduce -2.4% 142,343 $15.2M
Lwmg, LLC 3.20% Add +8.2% 142,238 $15.2M
Lutz Financial Services LLC 1.23% Reduce -4.7% 132,446 $14.1M
Creative Planning 0.01% Reduce -13.1% 130,978 $14.0M
Prime Capital Investment Advisors, LLC 0.21% Reduce -7.2% 130,775 $14.0M
Ethos Financial Group, LLC 2.43% Add +6.1% 128,206 $13.7M
Strategic Investment Advisors / MI 1.64% New 126,022 $13.5M
DORVAL Corp 5.91% Add +5.4% 125,689 $13.4M
Insight Wealth Strategies, LLC 1.89% Add +1.8% 124,413 $13.3M
Citigroup Inc. 0.01% Add +64.9% 121,436 $13.0M
Foundations Investment Advisors, LLC 0.31% Add +12.0% 121,395 $13.0M
Mariner, LLC 0.03% Reduce -41.3% 120,710 $12.9M
RTD Financial Advisors, Inc. 1.68% Add +3.0% 117,165 $12.5M
Sequent Planning LLC 4.25% Add +6.7% 117,204 $12.4M
Charles Schwab Trust Co 1.14% Add +1.0% 115,245 $12.3M
Cambridge Associates LLC /Ma/ 0.56% Add +1895.1% 114,840 $12.3M
Legacy Financial Group LLC 2.39% Reduce -0.4% 113,687 $12.1M
BlueSky Wealth Advisors, LLC 1.91% Add +8.5% 106,551 $11.4M
Fulton Breakefield Broenniman LLC 0.82% Reduce -4.9% 103,925 $11.1M
Twin Focus Capital Partners, LLC 1.76% Add +50.5% 103,445 $11.0M
Janney Montgomery Scott LLC 0.03% Reduce -0.1% 101,534 $10.8M
Wealth Forward, LLC 8.40% Add +0.7% 100,726 $10.8M
Kestra Advisory Services, LLC 0.06% Reduce -0.9% 120,165 $10.7M
Equitable Holdings, Inc. 0.11% Add +6.0% 100,146 $10.7M

"% of holder's portfolio" is TIP's weight in each manager's 13F, not the share of iShares Tips Bond ETF the manager owns.

Show all 1,025 holders